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Citizens Financial Group

1,011 hedge funds and large institutions have $23.8B invested in Citizens Financial Group in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 430 increasing their positions, 305 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 75

43% more call options, than puts

Call options by funds: $156M | Put options by funds: $109M

41% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 305

5% more funds holding

Funds holding: 9621,011 (+49)

1% less capital invested

Capital invested by funds: $24B → $23.8B (-$191M)

2.17% less ownership

Funds ownership: 95.71%93.55% (-2.2%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,011
Holders Change
+49
Holders Change %
+5.09%
% of All Funds
12.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
142
Increased
430
Reduced
305
Closed
75
Calls
$156M
Puts
$109M
Net Calls
+$46.8M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
651
Beacon Pointe Advisors
California
$352K +$361K +5,870 New
PCM
652
Prelude Capital Management
New York
$352K +$99.6K +1,621 +38%
LC
653
LCNB Corp
Ohio
$348K +$83.9K +1,365 +31%
QIM
654
Quantitative Investment Management
Virginia
$348K -$358K -5,826 -50%
NG
655
Norden Group
Utah
$347K +$14.1K +230 +4%
PWP
656
Ponta Wealth Partners
Florida
$336K +$344K +5,601 New
SIA
657
Soltis Investment Advisors
Utah
$334K +$74.5K +1,213 +28%
PPW
658
Parcion Private Wealth
Washington
$332K +$18.3K +297 +6%
HCM
659
Hall Capital Management
Rhode Island
$331K -$49.3K -802 -14%
MOS
660
MGO One Seven
Ohio
$330K +$14.5K +236 +4%
BFO
661
Biltmore Family Office
North Carolina
$329K +$337K +5,485 New
PWMAG
662
Pinnacle Wealth Management Advisory Group
New Jersey
$327K +$430 +7 +0.1%
DWP
663
Daymark Wealth Partners
Ohio
$327K +$335K +5,449 New
PAM
664
Panagora Asset Management
Massachusetts
$327K
RF
665
Rossby Financial
Florida
$326K +$21.9K +357 +7%
JSW
666
Journey Strategic Wealth
New Jersey
$326K +$89K +1,448 +36%
WCP
667
Wick Capital Partners
Pennsylvania
$323K +$8.17K +133 +3%
CSPIA
668
Cary Street Partners Investment Advisory
Virginia
$323K +$38.3K +623 +13%
NB
669
Nicolet Bankshares
Wisconsin
$320K +$328K +5,340 New
PA
670
Profund Advisors
Maryland
$319K -$75K -1,220 -19%
BAMF
671
BI Asset Management Fondsmaeglerselskab
Denmark
$318K -$1.49M -24,192 -82%
TAM
672
Tocqueville Asset Management
New York
$317K +$3.93K +64 +1%
LCC
673
Lincoln Capital Corp
Rhode Island
$313K -$59.2K -963 -16%
OIA
674
OneDigital Investment Advisors
Kansas
$311K -$125K -2,036 -28%
G
675
GenTrust
Florida
$310K +$64.5K +1,049 +25%

CFG Hedge Fund Activity: Q1 2026 in Review

1,011 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2026, worth a combined $23.8B — down 0.8% from $24B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 75 closed out — a net gain of 67 holders — while 430 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $552M.

  • 1,011 institutional investors held Citizens Financial Group (CFG) as of Q1 2026, up from 962 in Q4 2025.
  • Funds reported $23.8B of Citizens Financial Group stock for Q1 2026, down 0.8% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q1 2026 and 75 closed out, a net change of +67 holders.
  • The largest Citizens Financial Group buyer in Q1 2026 was Citadel Advisors, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q1 2026 was Capital World Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q1 2026.